Jobs & Projects

How to create and manage tasks in Abtrac, by building project stage budgets and organising tasks effectively. This article covers setting up tasks, estimating fees, managing subtasks, and tracking progress. Key features include grouping tasks, handling variations, and customising templates for streamlined project stage management

There are seven Actual vs Budget reports in Abtrac. Each of them analyses time and cost data entered against tasks(stages) for a project and compares it to budgeted amounts (hours or amounts). These reports are useful for quoting and budgeting, for project managers and staff reviews and planning. They are a good place to start to quickly find out where you are, and how you are going on a project.

Learn how to transfer projects between clients in Abtrac, whether to assign a newly cloned template job to the correct client or to relocate an in-progress or partially completed job. The process ensures all related data and history are preserved for accurate records and continuity.

Generating a Process Claim Number Progress Claim Numbers can be automatically generated for each job (project) and invoice in Abtrac....

A purchase order can only be created for an entity we call a Sub-Consultant. Sub-consultants and contractors are managed and...